Carolyn is constantly improving processes to ensure both internal and external client expectations are met and exceeded. She reviews analytics reporting to keep strategic goals on track and to maintain Aprio’s high level of customer service. In addition to onboarding new clients, Carolyn handles paperwork, account updates and openings, billing, filing, and reporting. Her regulatory duties include tracking and testing to help ensure policies and procedures are followed and regulations are up to date.

Detail-oriented and direct, Carolyn focuses on long-term goals to build processes that not only address today’s needs, but are scalable to advance the service clients enjoy as Aprio grows.